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Cody, Cody & McCarthy in the News

  • Should Mass. residents care if Trump repeals the estate tax?
  • Five Star Professional Honors Dagmar Pollex of Cody, Cody & McCarthy as a 2016 Five Star Financial Services Professional Award Winner
  • Maana Hickson in Boston Seniority (see page 18)
  • Denise McCarthy: The 5 Most Common Estate Planning Myths
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Newsletters & Publications

Cody, Cody & McCarthy publishes a quarterly newsletter as a resource to help keep our clients informed of new trends in planning and to alert them to changes in the law that might affect their planning.

Feel free to download the articles below* and sign up here to receive updates.



Client Newsletters
  • Volume Issue , - Who Will Inherit Your Financial Wisdom? Passing on More Than Just Wealth
  • Volume Issue , - Avoiding Disastrous Will or Trust Lawsuits: How to Keep Family Squabbles from Undermining Estate Plans
  • Volume Issue , - One Year After the Historic 2016 Election: Strategic Estate Planning in Uncertain Times
  • Volume Issue , - One Year After the Historic 2016 Election: Strategic Estate Planning in Uncertain Times
  • Volume Issue , - How to Jumpstart Your Clients’ Year-End Planning
  • Volume Issue , - End the Year on a High Note with Up-To-Date Trust-Based Estate Planning
Wealth Advisor Newsletter Archive

*Adobe PDF software is required to view these newsletters. Please click here for a free download of the most current version of the software.



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